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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,220 | $57,352-24.6% | $83,830-48.4% | $64,173-32.7% |
| Participation rate | 95.2% | 68.6%+26.6pp | 76.1%+19.0pp | 69.6%+25.6pp |
| Annual return | -1.71% | 11.38%-13.1pp | 850.97%-852.7pp | 7.63%-9.3pp |
| Employer contribution / active EE | $975 | $2,546-61.7% | $3,631-73.1% | $2,381-59.0% |
| Participant deferral / active EE | $3,015 | $2,993+0.7% | $4,082-26.1% | $3,470-13.1% |
| Admin fee / account holder | $18,831 | $4,046+365.4% | $5,479+243.7% | $4,887+285.3% |